Robert Scott Villines

Current Employers

Employment History

• 10/2009 → 09/2025
  Avantax Investment Services, Inc.
  Tulsa, OK
• 03/2010 → 09/2025
  Avantax Advisory Services
  Tulsa, OK
• 03/2012 → Present
  Guardian Disability Insurance
  Tulsa, OK
• 09/2016 → Present
  Peterson International Insurance
  Tulsa, OK
• 06/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Tulsa, OK
• 08/2018 → Present
  Professional Musician
  Tulsa, OK
• 05/2025 → Present
  Ssak Holdings, Llc
  Tulsa, OK
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, CA

Previous Registrations

• 2010-03-15 → 2025-09-08
  Avantax Advisory Services
  Tulsa, OK
  Tulsa, OK
  Dallas, TX
  Tulsa, OK

Other Businesses

1) Guardian Disability Insurance 8282 S. Memorial Dr., Suite 106 Tulsa OK 74133 Insurance Agent 3/30/2012 3hrs~3hrs Sell disability insurance. 2) Peterson International Insurance 5800 E Skelly Dr, Suite 603 Tulsa OK 74135 Insurance Agent 9/20/2016 5hrs~5hrs Selling disability insurance to people who are otherwise uninsurable through carriers available through Avantax Insurance Agency. 3) Villines Wealth Management, LLC 5800 E. Skelly Dr , Ste 603 Tulsa OK 74135 Other Owner 10/9/2015 160hrs~130hrs Meet with clients, manage investments, sell insurance, create/maintain financial plans, search for new clients, provide services to small businesses to support their retirement plans. 4) SHARING OFFICE SPACE POSITION: Landlord NATURE: Cochran Bell (Avantax FP Firm) rents office space from me for their assistant, Melissa Downing. We provide a workspace with internet access, and a secure VPN to the Cochran Bell office. The internet LAN is separate from our LAN, so they do not have access to our computers/servers/printers, and we do not have access to theirs. Our electronic files are password protected, and our paper files and networking equipment is kept behind locked doors to which Cochran Bell and Melissa do not have a key. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 5800 E Skelly Dr, Suite 721, Tulsa OK 74135, United States DESCRIPTION: I sublease one office in my suite to Cochran Bell. I do not do any work for them, and they do not do any work for me. 6)BELLVILL HOLDINGS, LLC POSITION: Managing Member NATURE: Holding company to invest in the GC Three Holdings Equity offering (Avantax holding company). INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2024 ADDRESS: 5800 E Skelly Dr, Suite 721, Tulsa OK 74135, United States DESCRIPTION: Investor only 7)Professional Musician; Independent Contractor; Musician.; NIR; 0; 08/22/2018; 4752 S 167th East Pl Tulsa OK 74134; Perform live music. 8) SSAK HOLDINGS, LLC POSITION: Owner NATURE: Real estate holding company. I established this LLC to acquire a building, and will be leasing the building to Villines Wealth Management, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2025 ADDRESS: 4752 S 167th East Pl, Tulsa OK 74134, United States DESCRIPTION: Owner/manager.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-08
• S63 Uniform Securities Agent State Law Examination
  2010-01-23